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Tax Services


Tax planning and consulting services are a must. Appropriate tax strategies result in the lowest overall income, estate and business tax burden, thereby enhancing total owner wealth and cash flow.

Our strength in developing effective tax strategies is enhanced by our continual involvement with our clients – not just understanding generic tax options, but taking time to customize our solutions to your business or personal situation.

 

Corporate Tax Services

 

Individual & Family Tax Services

             
   
  • Analysis of Operating Form
  • Operational Tax Strategies
  • Business Exit or Continuation Strategies
  • Business Acquisitions
  • Divestiture Strategies
  • Compensation Planning
  • Inventory Methods Analysis
  • Multi-State and Unitary Tax Strategies
  • S Corporation Analysis and Planning
  • Tax Accounting Methods Analysis
     
  • Alternative Minimum Tax Planning
  • Charitable Giving Strategies
  • Education Expense Planning
  • Estate Planning
  • Family Wealth Transfers
  • Passive Activity Considerations
  • Tax Aspects of Investment Strategies
  • Retirement Planning
  • Compensation Planning

 

 

 

 

 

Tax compliance validates tax planning strategies. Senior-level involvement in tax return preparation is critical to the successful implementation of proper tax strategies. We hold steadfast to this belief, and at our firm, partners and managers play a significant role in the provision of tax compliance services.

Our firm is experienced in providing tax return preparation services for corporations, including consolidated groups and those with multi-state filing requirements, as well as partnerships, individuals, estates, trusts and not-for-profit organizations.

 

 

412.338.9300 • Three Gateway Center Suite 1800, Pittsburgh, PA 15222